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Add Custom Fields to Change or Quality

This article will explain in detail how to add/create a custom field to a Change or Quality object. This process can be broken down into 5 general steps:

A. Create the field on the Change or Quality object
B. Position the field in the Page Layout
C. Add the field to at least two permission sets
D. Associate the field to one or more Categories
E. Refresh page layouts

 

A. Create the field on the Change or Quality object

1. Go to SetupObject ManagerChange/Quality.

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2. Select the Fields & Relationships tab on the left sidebar and then select the New button.

  • Note: For this example, we will use the Change object.

 

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3. Choose a data type for the field (such as Text, Picklist, etc.) and click Next.

4. Enter your unique Field Label and Field Name (should auto-populate).

  • Note: Do not check Required, even if this field will be required. Propel sets Required Fields on Lifecycle Phases. Check out our Change Lifecycle Configuration article for more details.
  • Tip: Add Help Text to display useful information when users hover over the Info icon next to this field.

5. Click Next to add the Field as visible on the standard permission sets. Select Next to add the field to the Item Revision page layout and then press Save.

 

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B. Position the field in the Page Layout

1. From the Change object, select Page Layouts from the left sidebar menu. Then select the Change Order Layout.

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2. Find the new field on the Page Layout. It often lands at the end of the first section title Information.

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3. Drag the new field into the desired position.

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4. We can create a new section by dragging the Section box down into the Page Layout. 

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5. Click Save at top left which finished.

 

C. Add the Field to at Least Two Permission Sets

You can see all fields in Propel because you’re a system administrator. But your users can’t see new custom fields you create until you add the fields to a permission set. To add custom fields to a permission set, please follow the instructions listed out in this article: Add Custom Fields to Permission Sets.

 

D. Associate the New Field to One or More Categories

To add the newly created field to one or more categories, please follow the instructions listed out in this article: Manage Custom Fields on a Category.

 

 

E.  Refresh Page Layouts (Clear Cache)

1. Go to Propel Setup. In Salesforce Lightning, you can find Propel Setup as one of the tabs in the Header or by selecting the App Launcher and finding Propel Setup.

2. Click the Refresh Page Layouts button.

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Your new field is now ready for use!

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